Carson Feltz Retirement Planning Inc.
Plan context: Carson Feltz Retirement Planning Inc. 401K Plan and Trust
EIN 47-0723786 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
10
2003 Assets
$249,161
2003 Contributions
$70,441
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 10 | $249,161 | $70,441 | $7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%. |
| Carson Feltz Retirement Planning Inc. 401K Plan and Trust | - | 10 | $249,161 | $70,441 | $7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%. |
| 2002 | 1 | 12 | $125,802 | $63,356 | $5,280iApproximate average salary by contribution assumption: employee only about $131,992 at 4% or $87,994 at 6%; with 50% employer match about $87,994 at 4% or $58,663 at 6%; with 100% employer match about $65,996 at 4% or $43,997 at 6%. |
| Carson Feltz Retirement Planning Inc. 401K Plan and Trust | - | 12 | $125,802 | $63,356 | $5,280iApproximate average salary by contribution assumption: employee only about $131,992 at 4% or $87,994 at 6%; with 50% employer match about $87,994 at 4% or $58,663 at 6%; with 100% employer match about $65,996 at 4% or $43,997 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Carson Feltz Retirement Planning Inc. 401K Plan and Trust | - | 19 | - | - | - |
| 2000 | 1 | 16 | $97,216 | $63,866 | $3,992iApproximate average salary by contribution assumption: employee only about $99,791 at 4% or $66,527 at 6%; with 50% employer match about $66,527 at 4% or $44,351 at 6%; with 100% employer match about $49,895 at 4% or $33,264 at 6%. |
| Carson Feltz Retirement Planning Inc. 401K Plan and Trust | - | 16 | $97,216 | $63,866 | $3,992iApproximate average salary by contribution assumption: employee only about $99,791 at 4% or $66,527 at 6%; with 50% employer match about $66,527 at 4% or $44,351 at 6%; with 100% employer match about $49,895 at 4% or $33,264 at 6%. |
| 1999 | 1 | 13 | $47,256 | $37,351 | $2,873iApproximate average salary by contribution assumption: employee only about $71,829 at 4% or $47,886 at 6%; with 50% employer match about $47,886 at 4% or $31,924 at 6%; with 100% employer match about $35,914 at 4% or $23,943 at 6%. |
| Carson Feltz Retirement Planning Inc. 401K Plan and Trust | - | 13 | $47,256 | $37,351 | $2,873iApproximate average salary by contribution assumption: employee only about $71,829 at 4% or $47,886 at 6%; with 50% employer match about $47,886 at 4% or $31,924 at 6%; with 100% employer match about $35,914 at 4% or $23,943 at 6%. |